Vancouver Investment Planning Specialist

Position: Vancouver Investment Planning Specialist - RBC
Drive client success as an Investment and Retirement Planner for RBC in Vancouver. Leverage your financial expertise to develop personalized investment strategies.

In this full-time position, you will deliver tailored financial guidance to RBC clients while acquiring new accounts through effective networking.

Your role focuses on connecting clients with relevant RBC services, ensuring their financial needs are continuously met. Build relationships and enhance your financial planning impact.

Key Responsibilities:

• Create customized financial planning strategies for clients

• Consolidate existing and new client assets at RBC

• Engage clients with tailored RBC offerings

• Establish referral sources through effective networking

Requirements:

• Financial Planning Designation (PFP®, QAFP™, or CFP®)

• Mutual Funds License (IFIC or CSC)

• 2 years minimum in financial planning

• Strong networking and relationship-building skills

• Comfortable using digital tools and applications

Harness your skills at RBC to provide clients with investment and retirement planning support for their long-term financial success.
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